Service Team Leader, Financial Planning & Core Wealth

Edward Jones

Tempe (AZ)

Hybrid

USD 60,000 - 80,000

Full time

6 days ago

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Benefits offered by this job

Medical and prescription drug coverage

Dental coverage

Vision coverage

Voluntary benefits (accident, hospital

Critical illness)

Short- and long-term disability

Basic life insurance

Basic AD&D coverage

401k retirement plan

Health savings account

Flexible spending account

10 paid holidays

15 days of vacation for new associates

Sick time

Personal days

Paid day for volunteerism

Bonuses and profit sharing eligibility

Employee Assistance Program

Job summary

Edward Jones is seeking a Service Team Leader in its Financial Planning & Core Wealth group to guide a team of service professionals supporting branches and clients. You will coach, develop, and lead associates, drive process improvements, and align initiatives with firm priorities to deliver exceptional service.

The role emphasizes leadership, analytics, change management, and partnerships across the firm, with a focus on building strong client and colleague experiences and driving positive

Qualifications

Bachelor's degree or equivalent experience required.
3 years of leadership experience in financial services.
Proven ability to lead, coach, and develop high-performing teams.
Strong analytical, problem-solving, and decision-making skills.
Ability to drive change, improve processes, and manage competing priorities.
Strong client service focus with the ability to build partnerships and influence outcomes across the organization.

Responsibilities

Lead, coach, and develop a team of service associates, fostering a culture of accountability, collaboration, and continuous improvement.
Drive team performance by monitoring service metrics, managing workflows, and ensuring exceptional support for branch offices and clients.
Attract, develop, and retain top talent through effective hiring, onboarding, performance management, and career development.
Lead and support departmental initiatives, process improvements, and change management efforts that align with firm and division priorities.
Build strong partnerships across the firm, using data-driven insights to influence decisions and enhance branch, client, and associate experiences.

Skills

Leadership

Analytical

Problem solving

Decision making

Client service focus

Change management

Education

Bachelor's degree

Job description

This job posting is anticipated to remain open for 30 days, from 08-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT).

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Are you passionate about developing people, driving service excellence, and creating meaningful experiences for clients and branch teams? As a Service Team Leader within our Financial Planning & Core Wealth department, you'll play a critical role in leading a team of service professionals dedicated to supporting our branch offices and clients.

In this role, you'll blend people leadership, operational excellence, and strategic execution to ensure your team delivers exceptional service while contributing to key business objectives. You'll coach and develop associates, champion a positive and inclusive team culture, lead important departmental initiatives, and collaborate with partners across the firm to continuously improve processes and outcomes.

If you thrive in a fast-paced environment, enjoy empowering others to reach their full potential, and have a passion for improving the client and branch experience, we'd love to hear from you.

What You'll Do

Lead, coach, and develop a team of service associates, fostering a culture of accountability, collaboration, and continuous improvement.
Drive team performance by monitoring service metrics, managing workflows, and ensuring exceptional support for branch offices and clients.
Attract, develop, and retain top talent through effective hiring, onboarding, performance management, and career development.
Lead and support departmental initiatives, process improvements, and change management efforts that align with firm and division priorities.
Build strong partnerships across the firm, using data-driven insights to influence decisions and enhance branch, client, and associate experiences.

Essential:

Bachelor's degree or equivalent experience required
3 years of leadership experience in financial services, or a combination of financial services and leadership experience.
Proven ability to lead, coach, and develop high-performing teams.
Strong analytical, problem-solving, and decision-making skills.
Ability to drive change, improve processes, and manage competing priorities.
Strong client service focus with the ability to build partnerships and influence outcomes across the organization.

Preferred

5 years of relevant experience.
Broad knowledge of wealth management, financial planning, or service operations.

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.